Filed: 2/14/2025ACC: 0001214659-25-002860
📋 What this filing means
HG VORA CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $1.33B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$1.33B
Total AUM (reported)
47.70M
Total Shares
Allocation by class
COM$1.17B88.1%
SHS$158.13M11.9%
Portfolio Concentration
Top 3$684.48M51.6%
4–10$641.72M48.4%
Top 3 weight
51.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 47.70M
Sole
Full voting authority
47.70M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
PENN ENTERTAINMENT INC
SOLEShares14.50M
TypeSH
Market value$287.39M
21.67%
Sole
14.50M
Shared
0.00
None
0.00
FIRST AMERN FINL CORP
SOLEShares3.35M
TypeSH
Market value$208.86M
15.75%
Sole
3.35M
Shared
0.00
None
0.00
RYDER SYS INC
SOLEShares1.20M
TypeSH
Market value$188.23M
14.19%
Sole
1.20M
Shared
0.00
None
0.00
PLAYA HOTELS & RESORTS NV
SOLEShares12.50M
TypeSH
Market value$158.13M
11.92%
Sole
12.50M
Shared
0.00
None
0.00
BOYD GAMING CORP
SOLEShares2M
TypeSH
Market value$145.08M
10.94%
Sole
2M
Shared
0.00
None
0.00
DRIVEN BRANDS HLDGS INC
SOLEShares7.40M
TypeSH
Market value$119.44M
9.01%
Sole
7.40M
Shared
0.00
None
0.00
MGM RESORTS INTERNATIONAL
SOLEShares3M
TypeSH
Market value$103.95M
7.84%
Sole
3M
Shared
0.00
None
0.00
CAESARS ENTERTAINMENT INC NE
SOLEShares2.25M
TypeSH
Market value$75.19M
5.67%
Sole
2.25M
Shared
0.00
None
0.00
UNITED PARKS & RESORTS INC
SOLEShares500K
TypeSH
Market value$28.09M
2.12%
Sole
500K
Shared
0.00
None
0.00
MODIVCARE INC
SOLEShares1M
TypeSH
Market value$11.84M
0.89%
Sole
1M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PENN ENTERTAINMENT INCSOLE | COM | 14.50M | SH | $287.39M 21.67% | 14.50M | 0.00 | 0.00 |
FIRST AMERN FINL CORPSOLE | COM | 3.35M | SH | $208.86M 15.75% | 3.35M | 0.00 | 0.00 |
RYDER SYS INCSOLE | COM | 1.20M | SH | $188.23M 14.19% | 1.20M | 0.00 | 0.00 |
PLAYA HOTELS & RESORTS NVSOLE | SHS | 12.50M | SH | $158.13M 11.92% | 12.50M | 0.00 | 0.00 |
BOYD GAMING CORPSOLE | COM | 2M | SH | $145.08M 10.94% | 2M | 0.00 | 0.00 |
DRIVEN BRANDS HLDGS INCSOLE | COM | 7.40M | SH | $119.44M 9.01% | 7.40M | 0.00 | 0.00 |
MGM RESORTS INTERNATIONALSOLE | COM | 3M | SH | $103.95M 7.84% | 3M | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NESOLE | COM | 2.25M | SH | $75.19M 5.67% | 2.25M | 0.00 | 0.00 |
UNITED PARKS & RESORTS INCSOLE | COM | 500K | SH | $28.09M 2.12% | 500K | 0.00 | 0.00 |
MODIVCARE INCSOLE | COM | 1M | SH | $11.84M 0.89% | 1M | 0.00 | 0.00 |